Larson Financial Group
LZB icon

Larson Financial Group’s La-Z-Boy LZB Stock Holding History

Larson Financial Group’s Portfolio LZB Stock Details LZB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$562 Sell
14
-13
-48% -$470 ﹤0.01% 3462
2026
Q1 		$854 Sell
27
-7
-21% -$253 ﹤0.01% 3203
2025
Q4 		$1.25K Buy
34
+27
+386% +$946 ﹤0.01% 2898
2025
Q3 		$240 Sell
7
-6
-46% -$220 ﹤0.01% 3236
2025
Q2 		$483 Buy
13
+4
+44% +$160 ﹤0.01% 2865
2025
Q1 		$352 Hold
9
– – ﹤0.01% 2661
2024
Q4 		$392 Hold
9
– – ﹤0.01% 2266
2024
Q3 		$386 Hold
9
– – ﹤0.01% 2192
2024
Q2 		$336 Buy
+9
New +$318 ﹤0.01% 1935

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Larson Financial Group's LZB Position: Q2 2026 in Review

Larson Financial Group reduced its La-Z-Boy (LZB) stake by 48% in Q2 2026, selling an estimated $470 and leaving 14 shares worth $562. The position accounts for ﹤0.01% of the portfolio, ranked #3462.

Larson Financial Group first reported a position in LZB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.25K in Q4 2025. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Larson Financial Group held 14 shares of La-Z-Boy worth $562 as of Q2 2026.
  • Larson Financial Group sold 13 La-Z-Boy shares in Q2 2026, an estimated $470.
  • La-Z-Boy made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3462 holding.
  • Larson Financial Group first reported a position in La-Z-Boy in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's La-Z-Boy position peaked at $1.25K in Q4 2025.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.